1. Click on the Add Price List link located on the Start Page.

2. Click on the Account window located on the left side of your screen, then click on the Add Price List link.

3. Or you may click on the View Price Lists link and click on the Add Price List button in the opened window.

The Add/Edit Price List window will open.

This window allows designating the properties of the new price list.

Red markings indicate mandatory fields that must be filled in properly before the price list can be saved.

General Tab

Allows storing general information concerning the price list.

General Info

No.

The Price List number is assigned by the system. This field cannot be edited or changed.

Entered By

The authority is in charge of entering price list into the system. This field cannot be edited or changed.

Name

Enter the Name of the Price List.

Default Currency

In this field, you may enter currency to use in the new price list. Click on the drop-down arrow and choose the necessary currency from the drop-down list.

Price List Type

Choose the type of the Price List from the drop-down list.

For example: Buy Price List..

Item Type

In this field, enter the type of the Item.

Remarks

In this field, you may add any remarks concerning the current Price List.

Price List Duration

This section allows determining the period of Price List availability. There are two options: Always visible and Duration.

Selecting the Duration option allows assigning time period of the Price List availability.

You may choose the Start Day and the End Day of the Price List.

Item Prices Tab

In this tab click on the Add/Edit Items button.

The next window will open.

In the Select an Item section, you can search an item by three criteria: Item Code, Item Description and Manufacturer.

Enter the necessary criteria.

Then click on the button.

In the Enter Currency and Price section enter the Price of the Item.

You may choose currency for the chosen item from the drop-down list.

Clicking on the Add All button allows adding all types of package of each item to the price list.

If you want to remove the entry, click the Remove Entry button. The open window will ask you to confirm the removing. Click Yes. The Entry will be removed.

Then click OK.

The item will be added to the Item Prices list. .

Contact Assignment Tab

This tab is used to set up contacts that will use the created Price List.

To add contacts to the Active contacts list, select a contact from the Available Contacts list and click on the button. The contact will be added to the Active Contacts list.

To remove a contact from the list, click on the button. The contact will be removed from the list.

To add all the contacts to the active contacts, click on the button. All the conacts will be added to the Active Contacts list.

To remove all the active contacts from the list, click on the button. All the contacts will be removed back to the Available Contacts.

Click on the button.

After a New Price List was saved, it will be added to the Price List-All Price Lists window.